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New appointments at wealth management firm

Written by Peter Davison on .

Rebecca Bailey, Connor Stirling, Stephen Depla, Jacob Lythe and Chris WebbRebecca Bailey, Connor Stirling, Stephen Depla, Jacob Lythe and Chris WebbGrowing wealth management firm Brewin Dolphin has taken on four new recruits at its regional headquarters in Marlborough.

The appointments bring to 27 the number of employees at the Marlborough Business Park-based firm, which manages in excess of £800m in funds on behalf of investors across the UK.

Jacob Lythe has been promoted to the role of investment management assistant, liaising with independent financial investors. Jacob grew up in Marlborough, and graduated with a degree in economics from London Metropolitan University before joining Brewin Dolphin as an administrative assistant 18 months ago.

Chris Webb has joined the company as an assistant portfolio manager within the private client team. After graduating from Bristol University with a degree in economics, Chris, who grew up in Swindon, spent four years at HM Treasury in Westminster.

Rebecca Bailey, from Swindon, spent seven years at Zurich before joining Brewin Dolphin as a financial planning administrative assistant. Her job involves gathering information from providers, while working towards a diploma in financial planning.

And Connor Stirling was a broker in London before joining the company as an investment management assistant, working with the private client team. He is working towards a diploma in investment advice.

Head of office Stephen Depla said: “These appointments bring to the firm four young employees brimming with enthusiasm and new ideas, helping us to create the next generation of wealth and investment managers.

The financial sectors in London and Bristol are very attractive to younger workers, so we’re delighted to have lured such a high calibre of young talent to Marlborough.”

Brewin Dolphin has been based in Marlborough since 1994. It is an enthusiastic supporter of the Arts, and is currently the lead sponsor of the prestigious Marlborough Festival of Literature.